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Overview

The Cashier role is the most restricted permission level in HitPay’s user management system. As a business owner or admin, you can customize cashier permissions to protect sensitive data while allowing essential operational functions.

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Key Restriction Areas

Cashier permissions can be controlled in two main areas:
  1. Refund Operations - Control whether cashiers can process refunds
  2. Transaction & Report Access - Limit visibility of transaction data and reports

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Refund Restrictions

User Management

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Restricting Refund Access

By default, cashiers have the ability to process refunds. However, you can restrict this capability to protect your business from unauthorized refunds.

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How to Enable Refund Restrictions

  1. Navigate to Settings → Staff
  2. Click the Settings icon next to the cashier’s name
  3. Select Role Restrictions
  4. Enable “Restrict refund”

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What Happens When Restricted

When refund restrictions are enabled:
  • Cashiers will receive an “Unauthorized” error when attempting to process refunds
  • The refund option will be hidden or disabled in their interface
  • Only users with higher permission levels (Admin/Owner) can process refunds

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Business PIN Override System

User Management For businesses that need cashiers to process refunds occasionally while maintaining security, HitPay offers a Business PIN override system.

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Setting Up Business PIN

  1. Admin/Owner Setup:
    • Go to Settings → Staff → Role Restrictions
    • Create a 4-digit Business PIN code
    • Enable the PIN requirement for restricted operations
  2. PIN Usage:
    • When a restricted cashier attempts a refund, they’ll be prompted to enter the 4-digit PIN
    • Upon successful PIN entry, the refund operation will be authorized
    • The PIN is shared among all staff members for restricted operations

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Security Benefits

  • Controlled Access: Only authorized personnel with the PIN can override restrictions
  • Audit Trail: All PIN-authorized actions are logged for security monitoring
  • Flexible Control: PIN can be changed or disabled at any time by admins

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Transaction & Report Access Restrictions

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Limiting Transaction Visibility

You can control how much transaction data cashiers can view and access.

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Restriction Options

  1. Full Restriction:
    • Cashiers have no access to transaction data
    • Cannot view daily collection totals
    • Cannot export transaction reports
    • Cannot access transaction history
  2. Limited Access:
    • Cashiers can view only the last few transactions
    • Limited to recent activity only
    • Cannot access historical data or reports

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How to Configure

  1. Navigate to Settings → Staff
  2. Click the Settings icon next to the cashier’s name
  3. Select Role Restrictions
  4. Choose your preferred transaction access level:
    • “No Access” - Complete restriction
    • “Limited Access” - Recent transactions only

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What Cashiers Cannot Access When Restricted

  • Daily collection summaries
  • Transaction export functionality
  • Historical transaction reports
  • Financial analytics and insights
  • Customer transaction history
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